Investing is simple. What is hard is to stick to the plan and not go with the herd

Services for Global Individuals & Families

Advisory Services

As an international client, you can expect us to aid you every step of the way in creating, managing and executing an efficient and a profitable portfolio. You will find us conservative, but totally unbiased. Unless asked, we leave all transaction decisions solely with you.

Portfolio Diagnostic Reports

The PDR will provide you with a landscape view of your stock holdings. You will get a cogently presented opinion on your portfolio’s capital preservation and growth potential, based on our proprietary assessment methodology GRAF (Global Rational Analysis Framework).

Quality of Earnings Analysis

The QoE analysis helps prevent serious accidents in your stock picking record. It works with you, to increase the probability of choosing the right stock. The QoE analysis focuses on ferreting out the truth from misleading and occasionally faulty financial reports.

Business Valuation

This service will give you an independent, ‘buy-side’ view of the valuation of a listed Indian or Global stock, targeted by you. Finally, you get a 360 degree valuation opinion, based on a variety of valuation methods, as against the one based solely on a specific method or tool.

Global Manager Selection

You can make an informed choice about your international fund manager, by using our research on the best-managed global funds. We provide a detailed evaluation of successful money managers around the world; so that you pick the ones whose investment philosophy matches yours.

Indian Mutual Fund Selection

As an international investor, who has invested in or is looking to invest in the Indian mutual funds, you will find that our portfolio diagnostic tools and detailed fund analysis help you select and maintain the right mix of Indian mutual funds for your portfolio.

Portfolio Management Services

You could invest with us in either of the portfolio strategies we manage on a discretionary basis. One portfolio uses a strategy that exploits market opportunities in large caps moving into a bearish stage, and the other portfolio cashes in on the illiquid stocks moving out of one.

Coverage

You will find a sizable coverage of most large stock markets of the world with Multi-Act, using which you can build successful portfolios across all the major world markets.

Companies in our Conviction List (90% companies in this list have an equal distribution between India and US)

Advisory Services

You can use us as a complete support system that will help you to manage your stock investments, across different markets of the world. Our advisory service is specifically tailored to help you reduce portfolio losses caused by time constraints, miscommunication, misreporting of financial data, or other distractions. As an international client, you can expect to use this service to evaluate you existing investment decision-making systems. If you so required, we can help you in assessing the channels (i.e. the service providers) you employ to implement your investment related decisions.

Portfolio Diagnostic Reports

You will find that the Portfolio Diagnostic Report (PDR) gives you an exhaustive feedback on your existing portfolio. Your current stock holdings will be subjected to a rigorous and thorough analysis by our team, using the proprietary assessment methodology based on Global Rational Analysis Framework (GRAF). Your existing portfolio will be measured on several different parameters related to quality, sector exposure, the technical trend, liquidity, possibility of permanent capital loss etc. If you would like to use our services to scrutinize your mutual funds holdings, the PDR has a role to play there. It is used as a basis to provide guidance for the Indian Mutual Fund management and selection.

Quality of Earnings Analysis

You can use our QoE analysis to judge the capital structure of a listed company or to unearth any accounting creativity before a possible investment. The QoE analysis will help to give a true picture of the sustainable earnings of the company you plan to invest in. When you opt for this service, our team (including the 19 trained Chartered Accountants and three Statisticians), tailor-makes research that caters to your specific needs while still providing our distinct perspective. This service can work with you to help keep your stock picking record pristine by giving you a technical insight into any possibility of earning manipulation by a company, which is a prospective investment for you.

Business Valuation

The Business Valuation Service helps you evaluate a listed stock targeted by you. You will be provided with a complete valuation report which will give you a 360 degree view of the valuation using several approaches. We will also use suitable valuation models that are most relevant to your chosen stock. These will depend on several factors like the sector the company operates in, the nature of its business, the accounting methodology it employs, etc. Tools that are employed to arrive at an accurate valuation include (but are not limited to) the historical valuation multiples, private market valuation based on the net-asset-value, and even the proprietary valuation tools which have been developed by us as per GRAF.

Global Manager Selection

If you are looking to invest globally, the Global Manager Selection service can aid you in picking the right fund manager. Our research teams identify successful money managers based on their long term performance track record and sound investment philosophy. This service will not only help you identify internationally well-managed funds, but also provide complete support in stock picking, information about sector/asset class shifts, and other valuable investment insights for world markets.

Indian Mutual Fund Selection

With the Indian Mutual Fund Selection service, you will be able to access wide research and relevant suggestions. The research team relies on a full diagnostic analysis (i.e. the tools used in the PDR) to give you a detailed feedback on your existing as well as targeted Mutual Funds Portfolio. What you will find different in the Multi Act analysis of the Indian mutual funds is a ‘prospective’ call on the performance of the portfolios, as against the dependence on past performance. As a global investor looking to invest in the Indian markets, you will be able to select the right mutual fund mix based on various performance measurements provided by the team as part of this service.

Portfolio Management Services

Moat and Special Situations Portfolio

Objective of the Moat and Special Situation Portfolio is to generate superior risk adjusted returns by investing mainly in businesses with strong barriers to entry at fair value and also a smaller portion of the portfolio in businesses which may not necessarily have strong barrier to entry, but are available at deep discount to their intrinsic value. Portfolio managers are happy to sit on cash (liquid funds) i.e. take active asset allocation call if they are not able to find ideas that meets quality and value benchmarks.

All Seasons Portfolio

Objective of All Season Portfolio is to protect the purchasing power of the portfolio and grow the same under any macroeconomic environment. Portfolio strategy is achieved through allocating of capital amongst the highest quality Equity, Debt (sovereign backed utility companies) and Cash (Gold and high quality equities of natural resource extraction companies). This strategy helps mitigate the various risks facing a portfolio including price Inflation or deflation, credit inflation or deflation, and more recently a global or emerging market contagion that could stem from a reversal of the global “carry trade”.